Filed January 6, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,468 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,888 |
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,254 | $63,299+189.5% | $91,001+101.4% | $62,292+194.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 20.60% | 20.99%-0.4pp | 4.60%+16.0pp | 28.90%-8.3pp |
| Employer contribution / active EE | $4,237 | $1,807+134.5% | $2,456+72.5% | $2,042+107.5% |
| Participant deferral / active EE | $7,364 | $2,943+150.3% | $3,547+107.6% | $3,169+132.4% |
| Admin fee / account holder | $166 | $468-64.6% | $5,417-96.9% | $479-65.5% |